Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,564 | $100,805+34.5% | $86,698+56.4% | $134,532+0.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -31.70% | 29.09%-60.8pp | 35.95%-67.7pp | 418.27%-450.0pp |
| Employer contribution / active EE | $18,619 | $3,490+433.5% | $2,837+556.3% | $4,741+292.7% |
| Participant deferral / active EE | $14,529 | $5,339+172.1% | $4,656+212.0% | $6,401+127.0% |
| Admin fee / account holder | $102,664 | $10,925+839.7% | $7,493+1270.2% | $11,429+798.3% |